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Monday, January 2, 2017

2016 - My Year in Numbers, Tables and Graphs

At the end of 2015, I completed my assessment of progress toward that year's goals with a post that was very focused on numbers. Since that entry was fun to write and because even I found my 2016 goals assessment depressing, here's a far-ranging review of 2016 with some numbers, tables and graphs! Sometimes the accountant in me really shines through :-)

Dividend Growth Metrics
17.1% increase in expected dividend income at YE16 vs YE15
32.1%, 8.7%, and 4.4% increases in expected dividend income in my unregistered account, TFSA, and RRSP at YE16 vs YE15
5.4% dollar-weighted average increase in dividends per holding in my portfolio during 2016
4.1%, 5.2%, and 7.6% dollar-weighted average increase in dividends per holding in my unregistered account, TFSA, and RRSP at YE16 vs YE15
1:1 CAD/USD exchange rate I use to calculate forward dividend income in CAD
1.34:1 CAD/USD actual exchange rate on December 30, 2016
36 dividend increases announced in my investment holdings during 2016
0 dividend cuts announced in my investment holdings during 2016
2 dividend freezes announced in my investment holdings during 2016 (RCI.B and CJR.B)
Here's a graph showing the slowing rate at which I'm growing my expected forward dividends

Expenses & Passive Income Metrics
7.1% forecast error, having never tracked my expenses, the amount I underestimated my 2016 total expenditures at the start of the year
51.7% of my 2016 expenses covered by my dividend and trading income (half way to FI!)
12 categories of expenditures identified in the pie chart below:

Hopefully I didn't overwhelm you with too many numbers, tables and graphs. If there are any figures or pictures that particularly peak your interest, let me know via comments and I'll address them as best as I can.

Disclaimer

This blog represents my personal investing strategy given my own investment goals and risk tolerance. Entries are not meant as investment advice. I am not an investment professional or a financial advisor. I am not responsible for the investment choices readers make, nor am I responsible for the comments posted by readers.